Click through to access your account with Fidelity:

or save this link in your Favorites: https://www.fidelity.com

Click through to access your account with Schwab:

or save this link in your Favorites: https://www.schwab.com/

 
If you experience problems with your login, call 347 580-5287 for assistance.


Custodial services provided by Fidelity and Schwab

"Custody" is a safekeeping service that a financial institution such as a registered broker-dealer, commercial bank or trust company (the "custodian") provides for a client's securities.  The custodian:

  • provides confirmations of trading activities
  • collects dividends, interest, and proceeds from security sales
  • enable the transfer of assets between brokerage accounts at custodian
  • disburses funds according to the customer's written instructionss
  • provides a monthly and year end report with confirmation of the valuation of assets and securities in the client's accounts
  • provides annual tax statements for clients' accounts